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Retirement

Home » Retirement
All Blogs | Financial Planning | Retirement

I Retired During the Pandemic. Now Inflation Has Me Counting Pennies

October 19, 2022 by Aaron Puttroff

One year into the pandemic lockdown, I retired from my job of 14 years as program coordinator and academic adviser at the University of New Mexico’s School of Engineering. I … Read More

All Blogs | Financial Planning | Retirement

Market Declines and Roth Conversion Opportunity

July 8, 2022 by Aaron Puttroff

The recent market decline may present a strategic planning opportunity. Roth IRAs differ from traditional IRAs in that any growth and distributions are received tax-free. The ability to receive a … Read More

All Blogs | Financial Planning | Retirement | Stocks

Good days follow bad days: How to keep from missing the Market’s biggest returns

May 11, 2022 by Aaron Puttroff

If the stock market were a person, you would not want to be around them very much. Imagine a friend who reacts unpredictably to every major piece of economic news, … Read More

All Blogs | Financial Planning | Retirement

Congress wants to kill the ‘backdoor Roth IRA.’ Here’s what it means for you

December 9, 2021 by Aaron Puttroff

I love this guidance from a fellow financial planner: “Save consistently, spend moderately and invest for the long-term,” she said. “The only advice I would add? Stay nimble. Tax rules … Read More

All Blogs | Financial Planning | Retirement

New IRA Restrictions and Mandatory Distributions

October 27, 2021 by Aaron Puttroff

When reports surfaced that PayPal founder and billionaire Peter Thiel had invested his Roth IRA in private equity and private stock in his own company, and managed to turn an … Read More

All Blogs | Financial Planning | Investments | Retirement

We have $8 million saved for retirement, are in our early 50s and want to retire early, but are worried about healthcare expenses — what can we do?

September 29, 2021 by Aaron Puttroff

There are a few things you should think about first before retiring early, even though based on the numbers you have provided and the fact that your annual expenses align … Read More

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  • HOME
  • ABOUT
  • OUR TEAM
  • SERVICES
    • Personal Planning
    • Strategic Retirement Planning for Business Owners
  • RESOURCES
    • Newsletters
    • Blog
    • Videos
    • Business Planning Whitepapers
    • Cash Flow Mapping
    • Business Valuator
  • CONTACT